Thoughts on Northland Power's earnings? I dont think the earnings report itemized their earnings per share.
If I selected the right numbers and performed the calculations correctly, it looks like they beat eps expectations. Can you verify this for me within your analysis of the earnings report? Lastly, how does their debt profile look?
I have a follow up to my previous question. What are the factors that give Algonquin Power and Crius Energy a more favourable view that Northland Power, right now, in your opinion?
Question: If you had to split a 5% position among the names above, using strength of balance sheet, dividend growth, eps growth and valuation as determining factors, which name or names would you select and what percentage would you allocate to them.
Do you think the utility / alternative energy sector is a decent place to invest in against the backdrop of a rising rate environment. Theoretically, what weighting in a portfolio would you make this sector.
Q: Sold aw.un been a good run in an income RIF looking to replace it with Npi or Cpx or a similar utility . I am well diversified and switch does not alter weighting.
Q: Hello
In view of the news today that Siemens is closing the plant in Tillsonburg that makes turbines for wind generators, should concern be raised about Northland and their business model based on wind power? I have shares of NPI (down a bit since my purchase) but also have BEP.UN in the sector.
Thanks, John
Q: I am retired living off dividend income. I am building my portfolio based on your income portfolio. However, I am not interested in index or bond funds.
Can you recommend 3-4 income stocks that are looking most attractive at current prices and yielding +4% that are not in the income portfolio to replace the index/bond funds?
Q: First of all thank you for putting the "sectors" beside the names in your portfolios - that is much appreciated.
Could you please list the "utility" companies you like best in order or preference and could you state if it is "large" company or a "small" company.
Thank you
Margaret
Q: I expect to retire in a couple of years. About 80% of my money is managed professionally but I keep a small account to help me stay aware of the markets comings and goings. In my utilities holdings I have a full position in Fortis, about 3/4 position in BEP.UN and a small holding of NPI. I am thinking of adding to NPI as a source of income. Your report of last year was ok, but notes that it should be reviewed in the summer of 2017. Any new thoughts on NPI? Would you add to it, to one of the other two, or avoid them all pending changes in interest rates?
Thanks for all your help - though I don't ask a lot of questions I learn a lot from answers to questions posed by others.
Q: I have positions in bep.un,aqn,fts, and rnw. I am considering switching my small position in rnw for npi. Which has the better growth profile and safety for a 2 to 3 year hold and would you recommend this move? Thanx.
Q: Good afternoon,
I hold the following stocks in my business account that have a weight of between 6.2% and 8.3%. This account was started in DEC/16 and has increased by 6.7% YTD not including dividends. I want to add six more stocks to further diversify while reducing the percentage per equity down to between 4 and 5%.
My goal is to generate income equal to the amount of corporate tax payable annually. I looks like this can be achievable!
Let me know if I need to share dollar values to help access.
Q: Please list these stocks in order of preference for a purchase today. At present I already own BEP.UN and AQN. Also, does adding a third stock in the renewable energy category result in over-exposure? Thank you.
Q: I see Northland Power's (NPI) earnings per share are supposed to nearly double from 2017 to 2018. What is the likelihood, in your opinion, of NPI achieving this growth in 2018?
Q: We are income investors and have 1500 sh of NPI. The stock fell substantially on Friday. Any reason for this? Time to trim, and if so, by how much? Thanks - Ted
Q: Hi 5i,
What did you think of NPI’s report? The stock does not seem to be selling off very hard today, despite the down market day. My main question is the status of the strategic review. There was no mention of it at all in the detailed press release. It was announced last July so it seems to be getting a little long in the tooth. Thanks for any thoughts!